Buffer CRM
Create the flow of opportunities,
manage it by preventing overload on your sales team,
balance and improve the flow by eliminating any major disruption
Focus on opportunity flow
Multiple processes
There're usually more than one route that your sales opportunities need to pass through to be won. RFQ-to-Order, Lead-Meeting-to-Contract or something more specific in your business?
Choking the release
Choke the number of open opportunities each sales division or person has in their WIP. Release new opportunities purposely, given current load on sales force capacity is absolutely transparent.
Layers of Resistancee
Never lose control of how you move towards a win-win when selling solutions. TOC Layers of Resistance are extremely powerful when applied to high volume of opportunity flow.
Local delay monitoring
During setup, define duration (in days) for every stage in the sales process. Later focus management attention on opportunities with late status depending on time spent on stage.
Global delay monitoring
Watch the buffer penetration of each opportunity (green, yellow, red), quickly set priorities or make tactical decisions in order to expedite certain sales opportunities.
Fever Chart
Fever Chart gives even earlier leading signals than the buffer penetration, because it is based on buffer burn rate, not on buffer consumption. Chart templates ready for Tableau, Power BI, Qlik.
Like no other CRM
Complexity simplified
Regardless how complex your sales process structure seems to be, in reality it is as simple as multiple flows.
Since Buffer CRM can handle multiple (unlimited) sales processes, you don't need to cut corners and lose control over the flows by accepting one-size-fits-all sales process.
Stay above the noise
Receive early warning signals about what opportunities may not be won on time. Prompt corrective actions and control execution by just watching a single Fever Chart real-time report.
Want to change trajectory of WIP opportunities? Request demo and improve flow by yourself!
Data for sales POOGI
Enjoy the the story of a particular sales opportunity from its beginning to its completion. Why did opportunity drift into the red at that point? What can we learn and overcome similar obstacles with other opportunities in the future? Or maybe we should kill certain (management) attention whore opportunity and free up sales team precious time?
Collect statistics for POOGI automatically!
Complete transparency
No more micromanagement nor reporting about who did what when. Flow records are logged automatically and stored ready for process mining.
Price
Buffer CRM SaaS
$ 300
/ month (billed annually)
US customers: $37.40 user/month (Odoo billed annually)
EU customers: €17.90 user/month (Odoo billed annually)
Customers from other regions see price per user at
Odoo
(Custom plan)
- Memory: 4 GB
- Virtual processor: 2vCPUs
- Transfer: 4 TB
- Storage: SSD 80 GB
- Stage Environment
- Include all TOC ERP apps
-
Odoo CRM app standard features
- One-click install any Odoo app
- Kit of report templates: Tableau
- Read only access to PostgreSQL database
- Integration with Google Workspace or Microsoft Office 365 mail server
- Instant SaaS setup
- Fully integrated with all Odoo Apps
- All standard Apps: Finance, Marketing, Inventory & Manufacturing, Human Resource, Services, Website, Productivity. Yes, all these apps (and more) are included in the price!
TOC Features
Specify multiple (unlimited) sales processes
- Opportunity release is made manual
- Duration (in days) can be defined for each stage in the sales process
- Transformation record is created at stage change
- Opportunity status change (on time/late) depending on time spent on stage
- On its way, each opportunity creates real time buffer calculations based on Critical Chain Project management algorithm
- 6 Layers of Resistance can be recorded when lost-closing solution-selling-type opportunities
All Apps Included!
CRM
Keep track of all interactions with your opportunities and customers and improve your opportunity flow.
Sales
Turn sales & purchase orders into invoices in one-click and track them through their payment.
Point of Sale
Keep in touch with your customers And keep them coming back with loyalty programs.
Subscriptions
Enjoy recurring billing & subscriber management the easy way.
Rental
Create your rental order, schedule, deliver, return, and invoice from one single view. Get all the information you need directly on the rental order.
Accounting
Create invoices automatically based on sales orders, delivery orders, or contracts. View all of your customer account information from one location. Connect timesheets with payroll for accurate and on time payments.
Invoicing
Turn quotes into professional-looking invoices in one click.
Expenses
Track expenses and re-invoice them in batches. Get a full overview of employee expenses, streamline the approval process, and track all records.
Documents
Save time recording bills, scanning contracts, approving documents, and become a paperless company.Save time recording bills, scanning contracts, approving documents, and become a paperless company..
Sign
Automate the signing process of your contracts.
Marketing Automation
Execute advanced marketing campaigns that are centered around your prospects.
Email Marketing
Send the right message to your leads, opportunities and customers. Design efficient email campaigns that increase conversions and track your success.
Surveys
Discover high quality insights through surveys and get them completed through email campaigns..
Social Marketing
Plan, monitor, and analyze all your social media accounts in one place.
Events
Handle events of any type or scale from event organization and ticket sales to visibility and promotion. Create sleek and attractive event pages. Sell online and organize on site.
Inventory
Synchronize every transaction with your stocks to keep your valuation up to date
Manufacturing (MRP)
The comprehensive workcenter control panel solution..
Product Lifecycle Management (PLM)
Manage engineering changes and versions easily. Align every department on the same documents so you can track changes efficiently across multiple versions.
Purchase
Automate RFQs and POs based on minimum stock or sales orders and keep track of incoming shipments..
Maintenance
Plan preventive maintenance, including mean time between failure (MTBF), mean time to repair (MTTR), and expected next failure date, and automate metrology and preventive maintenance scheduling.
Quality
Define quality control points and trigger quality alerts easily.
Employees
Oversee your employees directory. Retain significant informations about your team.
Recruitment
Streamline your recruitment process. Index resumes, track applicants, and search profiles.
Time Off
Manage leave requests and employee allocations. Update calendars automatically.
Appraisals
Follow-up on employee development. Set-up appraisals and help your employees grow and evolve.
Referrals
Turn your employees into head-hunters and reward them for it.
Fleet
Manage your vehicles, contracts, costs, insurances and assignments without pain.
Project
Keep track of deadlines with a clear calendar view. Allocate the necessary time to specific tasks under a planned shift. Keep track of the time spent by project, client or tasks.
Timesheet
Task management, time-tracking, and weekly timesheets.Task management, time-tracking, and weekly timesheets.
Field Service
Deliver excellent services to your customers everywhere.
Helpdesk
Track, prioritize, and solve customer tickets. Get an instant overview of your team's workload and check the status of a ticket based on your custom tailored SLA rules.
Planning
Understand your upcoming planning and modify assignments or shifts’ times with a single click.
Appointments
Fill up your agenda effortlessly with a self-service booking system that works online for 24/7.
Website Builder
Get an awesome enterprise website. Fully customizable and SEO friendly.
eCommerce
Sell anything online. Configure products variants, use pricelists to display different prices, generate recurring revenues by selling subscription products on your website.
Blogs
Attract more leads with a winning content marketing strategy. Focus on content production, forget the tedious back-end.
Forum
Give your visitors the information they need. Spot and take advantage of the hot topics
Live Chat
Engage directly with your website visitors to attract leads and boost online sales.
eLearning
Enable community learning, share knowledge, and inspire others!
Discuss
Enhance team communication. Engage in conversation with colleagues.
Approvals
Easily manage your employees' requests: travel, office supplies, payments, all request submissions can be created, validated, or declined in seconds from your approval dashboard.
Internet of Things (IoT)
Connect the IoT Box and the devices you need to your database in no time, no technical expertise required.
Voice over IP (VoIP)
Integrate with VoIP providers that support the SIP protocol. Call any number in Odoo with one click.
Barcodes
Determine the mapping and interpretation of the encoded information. Attribute barcodes to products, pickings locations, etc. to control items almost exclusively with the barcode scanner.
Calendars
Schedule event or meeting with the delegates or among other employees in the organization.
Request
Let's schedule a 30 mins Intro Session at your earliest convenience
Intro
Let us show you Buffer CRM from a Sales Manager perspective
Demo
Enjoy 2 weeks of hands-on experience on Demo Company account
Subscribe
Sign Subscription Agreements with Enterprise Space, Inc. and Odoo A.S.
Onboard
We will work together with your IT team to properly setup DNS, SSL and mail server
Use
Sell, focus, improve your flow and Throughput
Extra Services
Extra Services are offered by Enterprise Space authorised partners who play a critical role in helping customers realise the full value of Buffer CRM.
Configuration
$ 999
- System setup according to the sales processes provided by the customer
- Intro / launch 2 hrs presentation for the sales and management team by TOC expert
- Configuration Lead Time ~1 week
- No support after launch
Implementation
$ 4,999
- Specification, documentation & configuration of all sales processes
- Helpdesk specification & configuration
- Intro / launch 4 hrs training for the sales team by TOC expert
- Intro / launch 2 hrs training for the top management team by TOC expert on how to manage sales flow
- Implementation Lead Time ~1 month
- Unlimited support tickets 2 weeks after launch (24 hrs SLA)
Sales Factory
$ 4,999
/ month-
Specification, documentation & configuration of all sales processes
-
Helpdesk specification & configuration
-
Intro / launch 4 hrs training for the
sales team
by TOC expert
- Intro / launch 2 hrs training for the top management team by TOC expert on how to manage sales flow
- Implementation of Standartisation, Division of Labor, Centralised Scheduling
- daily online Stand-ups
- Weekly sales meetings: analysis, planning
- Monthly process mining analysis
- Mafia-Offer development